+4,601.6%
SNDK vs HRB
-7.8%
+4,609.4%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.6% | -3.5% | -4.4% |
| 7D | +8.8% | -12.2% | +21.0% | +1.5% |
| 30D | +33.2% | -3.0% | +36.1% | +31.6% |
| 3M | +3.0% | +21.7% | -18.7% | +19.9% |
| 6M | +173.5% | +52.3% | +121.2% | +245.1% |
| YTD | +613.0% | +6.5% | +606.5% | +744.7% |
| 1Y | +2,189.8% | -6.7% | +2,196.4% | +2,581.6% |
| All | +4,601.6% | -7.8% | +4,609.4% | +5,279.4% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded HRB wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling